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Peak Retirement Planning, Inc.: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Retirement Planning, Inc. on VNQ, newest first. How the timeline and the estimate are built.

Peak Retirement Planning, Inc. held 71,525 VNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,525 shares
    Change vs previous 13F +17,844 shares

    1.09% of the 13F portfolio, value $6,897,136.

    13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 53,681 shares
    Change vs previous 13F +6,208 shares

    0.95% of the 13F portfolio, value $4,761,496.

    13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,473 shares
    Change vs previous 13F +17,690 shares

    0.98% of the 13F portfolio, value $4,200,875.

    13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,783 shares
    Change vs previous 13F -13,103 shares

    0.77% of the 13F portfolio, value $2,722,727.

    13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,886 shares
    Change vs previous 13F -19,446 shares

    1.54% of the 13F portfolio, value $3,819,428.

    13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,332 shares
    Change vs previous 13F +9,203 shares

    3.13% of the 13F portfolio, value $5,643,539.

    13F-HR 0002056697-25-000004 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 53,129 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $4,732,691.

    13F-HR 0002056697-25-000001 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).